JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 322 filers reported holding JPMORGAN CHASE & CO in Q1 2015. The put-call ratio across all filers is 3.74 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2015 | $313,000 | -23.3% | 9,976 | -1.1% | 0.05% | -18.6% |
| Q2 2015 | $408,000 | -5.1% | 10,092 | 0.0% | 0.06% | -10.6% |
| Q1 2015 | $430,000 | -6.9% | 10,092 | 0.0% | 0.07% | -13.2% |
| Q4 2014 | $462,000 | -13.0% | 10,092 | +1.2% | 0.08% | -20.8% |
| Q3 2014 | $531,000 | -0.4% | 9,976 | -2.4% | 0.10% | -2.0% |
| Q2 2014 | $533,000 | +3.9% | 10,224 | -7.7% | 0.10% | -7.5% |
| Q1 2014 | $513,000 | +1.6% | 11,076 | +0.3% | 0.11% | -0.9% |
| Q4 2013 | $505,000 | +1.8% | 11,043 | -1.3% | 0.11% | -0.9% |
| Q3 2013 | $496,000 | -5.5% | 11,183 | -1.2% | 0.11% | -13.6% |
| Q2 2013 | $525,000 | – | 11,320 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FORTEM FINANCIAL GROUP, LLC | 375,885 | $9,284,360 | 5.44% |
| NICOLET BANKSHARES INC | 333,920 | $8,247,824 | 2.53% |
| Parkside Financial Bank & Trust | 423,397 | $10,457,900 | 2.42% |
| BRIGHTON JONES LLC | 1,650,284 | $40,762,016 | 2.07% |
| AlphaQ Advisors LLC | 88,566 | $2,187,580 | 1.90% |
| NOESIS CAPITAL MANGEMENT CORP | 533,126 | $13,168,216 | 1.73% |
| My Personal CFO, LLC | 81,377 | $2,010,019 | 1.62% |
| Arrow Investment Advisors, LLC | 73,178 | $1,807,497 | 1.44% |
| NICOLET ADVISORY SERVICES, LLC | 547,156 | $12,994,959 | 1.44% |
| Smallwood Wealth Investment Management, LLC | 58,808 | $1,452,553 | 1.32% |